Need some inspiration? Check out these under-the-radar money books from people who managed to achieve financial freedom.

Previously, she was a financial analyst and director of finance at public and private companies. Tina's work has appeared in a variety of local and national media outlets. Arielle O’Shea leads the ...

You can start your own by selecting a book about money, inviting participants and kicking off the discussion. This page includes information about these cards, currently unavailable on NerdWallet. The ...

AI tools are everywhere, offering to help consumers with everyday needs from household shopping to cooking that night's dinner. Personal finance platforms are no different: Thirty-seven percent of ...

I’m a classic satisficer: I’m usually quick about making decisions and often fall back on the tried-and-true. Some people are optimizers, carefully analyzing almost every choice, whether it’s a new ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation Written By Written by Staff Personal ...

SAN ANTONIO – After the holidays, many people are entering the new year with a familiar sense of financial stress — credit card balances to pay down, “buy now, pay later” installments to manage and ...

Like it or not, artificial intelligence is here to stay, and financial planners are going to have to start thinking about how they can use it to support their practices. The Financial Planning ...

Encountering a great idea can change the way financial advisors work, think and grow. Often, these ideas come from books, so we asked advisors to share the titles that motivated or inspired them in ...

Start building savings, managing debt and investing early in your 20s and 30s. Maximize retirement contributions and refine long-term strategies in your 40s and 50s. In retirement, shift focus to ...

I was meeting a dear friend for coffee one morning a few months ago. She had suggested a spot equidistant to our two houses, telling me that she used an online tool to ensure that neither of us had to ...

The acquisition adds more than $4 billion in assets under management to United Capital, an affiliate of Creative Planning. United Capital Financial Advisors LLC, a registered investment adviser and ...